Insurance Services

Typically, you’re sold insurance, you’re sold more or less than you need and you just want to check that box and promptly forget about it until something comes up.

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A better approach would be for us to gather as much information about you so we can discuss not how much to buy or what policy is the least expensive; but rather help evaluate your wants and needs, explain options, and advise you on the implications of each choice. Because we don’t believe this decision can be made in isolation, we look at how the insurance fits into the rest of your financial plan.

The final amount of insurance you should buy isn’t what costs less, but what will protect you the most in the long run and support your other financial goals. Some specific services we provide are as follows:

  • Life Insurance
  • Disability
  • Long term care
  • Home
  • Auto
  • Liability
  • Health insurance for individuals and families

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